Fortune Financial Advisors, LLC Vanguard Transaction History
Fortune Financial Advisors, LLC
- $158 Billion
- Q1 2024
A detailed history of Fortune Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 63,439 shares of VGSH stock, worth $3.67 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
63,439
Previous 55,060
15.22%
Holding current value
$3.67 Million
Previous $3.21 Billion
14.7%
% of portfolio
2.33%
Previous 2.24%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
886Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio